anthonyms’ Activity

Sun May 31

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 7:18 AM

Re: VEEV First Impressions

IQVIA (pronounced: eye-QUEUE-vee-a) takes the title as the most contentious competitor. IQVIA is the new name adopted after the 2016 merger of Quintiles with IMS Health. Whereas Veeva’s systems are built to be cloud-native, I get the strong [more]

Fri May 22

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 3:03 PM

Re: Small anecdote for DOCU, COVID-19

Hi Invain

We just contracted with a top 10 Pharmaco. Last time we had to do MSAs and SOWs we used pdf and eSignatures coupled with physical signatures (1.5 years ago). This time the process seemed to be the same for us except it was [more]

Thu May 21

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 2:52 AM

Re: How Much $ should you start with a stock

Hi gfischer2944

I will leave it to a board assistant to be able to guide you on the rules of the board.

In the meantime however, as you are new - you should be aware that this board is for growth stock investing discussions as [more]

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 1:49 AM

Re: eCommerce & Fintech & CV19 Secular Trends

As though this secular trend needs no further evidencing...

US ecommerce penetration leapt from 16% to 27% during the crisis more than 10 years of gains in 8 weeks apparently - according to BoA, ShawSpring Research and US Department of [more]

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 12:25 AM

Re: Why keep AYX?

Agree Bear

I think it's pretty unrealistic that revenue growth could be less than around 30% in Q2. And as I said, I'd expect 40%+. And I even think a realistic possibility is that they re-accelerate to 50%+ growth or more. All [more]

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 12:08 AM

Re: Jury trials over videoconference. It's h

It's a more gruesome deployment story but Singapore has reached the far end of serving judgements with Zoom.

https://www.bbc.com/news/technology-52739676

Zoom continues [more]

Wed May 20

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 11:48 PM

Re: Secure Code Warrior assisting Zoom security

Yeh I really get the impression that Zoom is now so high in the public consciousness and for good reasons and bad (security deficiencies) that it has a make or break shot at redemption.

Basically for it to silence critics it has to produce [more]

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 10:47 PM

Re: Why I sold TTD (finally)

Hi Niki

Great post!

I'm not going to rehash any of the above rebuttals but what I would add as potential counter arguments to 2 and 4.

#2) His claim that connected TV and digital audio TV are where spend works best [more]

Mon May 18

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 9:04 AM

Re: eCommerce & Fintech & CV19 Secular Trends

If you are wanting a CV-19 perfect storm play then you could consider SEA Holdings (SE)

SEA is a combination of eCommerce, online gaming and fintech!

Q1 results were a beat on the top line...

Total adjusted revenue was [more]

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 1:33 AM

Re: CAGR and why I reallocated

Interesting take on this mate.

Most recently I've been adding to Zoom and Livongo from proceeds following selling down some of my MDB.

I like the look of NET although it seems that Fastly is getting a greater CV-19 boost than [more]

Sun May 17

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 6:47 AM

Re: Twilio Earnings review Q1 2020

Hi Niki

I took another look at Twilio having not that long ago sold out at 110 thinking I had done well to dodge a bullet. Clearly in terms of share price action I got that wrong.

Clearly this was a beat and possessed several [more]

Sat May 16

NL

Boards Post

anthonyms posted to the Saul’s Investing Discussions board. 7:05 AM

eCommerce & Fintech & CV19 Secular Trends

I recently posted on Shopify and Mercadolibre's results and their respective commentary on the impact of CV19 on their businesses.

[more]

Wed May 6

NL

Boards Post

anthonyms posted to the Saul’s Investing Discussions board. 10:40 AM

Shopify & MercadoLibre results & CV-19 insights

Both companies reported in the last 24 hours and both have set all time highs.

More to the point both have offered the most up to date, data driven insights into Covid-19 impact.

Mercadolibre (the Amazon or Ali Baba of South
[more]

Tue May 5

NL

Boards Post

anthonyms replied to the Value Hounds board. 4:34 AM

Re: Poll: Covid and China-US Biz Relations

Ugh - a typical American centric view of the world and its issues. Actually the bigger threat to the pharma industry supply chain was having so much of its active ingredients sourced from India and India shutting off export supply of Active [more]

Sun May 3

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 9:40 PM

Re: A reassessment of Roku

I would be very cautious on the international expansion bull case. I live in London and the TV market here is predominantly Samsung/LG.

My friends and I all have Samsung and the OS is very good, allows you to add new streaming apps
[more]

Fri May 1

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 9:53 PM

Re: ralph's update

Denny - I agree Zoom and potentially TDOC are certain "Working From Home" winners, I would also put ROKU up in this category for a number of reasons...

1) WFH and unable to go out is increasing everyone's need for home [more]

Fri Apr 24

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 7:19 PM

Re: Facebook entering Zoom's playground

Enterprise videoconferencing is somewhere around a $6 billion industry. Zoom is already priced for dominating that industry.

I agree this is the most sobering piece of information in this thread for Zoom holders given the Zoom market [more]

Fri Apr 10

NL

Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 11:19 PM

Re: Coupa's 15 Acquisitions

Hi Dan - that's interesting. I'm suspicious of this and whilst I am currently out of Coupa I would consider re-entering if i can understand that the historical and current revenue growth hasn't been artificially elevated by acquisitions [more]

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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools
Board Posts 4112
Recs Received 10270
People who have rec'd these posts 1195
Recs to Posts Ratio (last 30 days) 21.70
Threads Started 425
Threads Started Percentage 10.34 %
Most Frequent Board Saul’s Investing Discussions
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 57.03 %
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